Client Services Associate

apartmentMichael Page placeCity of London calendar_month 

About Our Client

The client is a growing financial services provider that works with financial advisers, retail investors, nominees, banks, and high-net-worth individuals. The are based in the City of London and are continuing to grow and develop.

Job Description

The Client Services Associate's duties include:

  • Enquiry Management - Managing inbound calls and emails from clients, delivering exceptional customer service, and collaborating with colleagues and wider teams to provide accurate information.
  • Client Communications - Ensuring client communications are produced, reviewed, and distributed with the highest level of care and accuracy.
  • Change Management - Proactively identifying opportunities to improve processes and contributing to initiatives that enhance the client experience.
  • Project Work - Participating in a range of projects alongside regular daily responsibilities.

The Successful Applicant

The ideal candidate will have:

  • A strong telephone manner with solid experience in client servicing.
  • Excellent written English and strong attention to detail.
  • A proactive, can-do attitude with a desire to learn and develop.
  • The ability to build relationships and take an interest in the company's future direction.

What's on Offer

The Client Services Associate role offers a supportive company culture where employee contributions are valued. Successful candidates will receive comprehensive training, performance recognition, and opportunities to participate in process improvements and enhance client service delivery.

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